Mercer Advisors
Financial Services
TaxAssociate
“Tax Associate at Mercer Advisors. Skills: Tax preparation, Tax projections, Client service. Prepare tax returns. Create quarterly estimates”
Industry & Context.
Availability during standard business hours, Saturdays as needed during tax season, Early or late hours to meet business tasks and deadlines
What They're Looking For.
Must Have
Bachelor's degree in Accounting or related field, 1-3+ years of experience working in public accounting
Nice to Have
CPA or EA, Experience with CCH, including Axcess, Workflow and Practice, and SafeSend
What You'll Do.
Create quarterly estimates
Respond to tax questions
Coordinate with tax support staff
Respond to tax notices
Prepare correspondence
Stay up to date on tax law
How You'll Work.
Team & Collaboration
Collaborate with wealth management teams; Coordinate with tax support staff; Work with tax staff
Communication Scope
Communicate concepts to clients and advisors
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